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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,021 | $148,623-72.4% | $135,974-69.8% | $139,466-70.6% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 15.22% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,682 | $8,103-66.9% | $7,760-65.4% | $6,712-60.0% |
| Admin fee / account holder | $9,640 | $12,406-22.3% | $10,767-10.5% | $11,409-15.5% |